Questpro
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Commercial Account Executive Location: Fort Worth, TX
Schedule: Full-time, Workplace: Hybrid (3 days per week in-office required)
Compensation: $110,000 - $140,000 annually, dependent on experience
About the Role Our client, a leading insurance brokerage firm, is seeking a highly motivated, self‑starter to join their growing Fort Worth Account Team. In this role you will serve as the primary client contact, managing and servicing an existing book of business valued at approximately $1.5 million. The focus is on effective strategic account management, client relationship building, and revenue growth.
Responsibilities
Maintain and enhance relationships with existing clients by executing proactive, creative, and ongoing contact initiatives.
Proactively understand the requirements and needs of each client account.
Provide strategic planning and consulting advice, including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of client reports with recommendations.
Consult with clients to review investment options, benefits services, fees, strategies, and goals.
Review large claims, abnormal utilization results, and monthly claims experience with clients.
Assist in establishing and attaining revenue goals for existing and new business.
Contribute to the development and implementation of policies and procedures, operating and strategic plans within area of specialty.
Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers.
Oversee issue resolution between client and vendor.
Coordinate market selection for new and renewal business on designated accounts.
Initiate new business report activities.
Generate new business opportunities through cross‑selling.
Negotiate program terms and costs.
Assist with the coordination of day‑to‑day administrative activities for client account servicing.
Provide information, concepts, techniques, and programs to department associates to improve working knowledge.
Mentor and train junior‑level staff.
Research and understand industry trends, product development, and government regulations.
Perform other responsibilities and duties as needed.
Qualifications
Bachelor’s Degree in Risk Management, Business Administration, or related field (preferred).
Minimum of five (5) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience (experience handling general industry, mid‑large market accounts preferred).
In‑depth knowledge of casualty coverages and policy language.
Completed CPCU, CRIS, or other industry‑specific designations (preferred).
Working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint).
Excellent verbal and written communication skills, including the ability to present data effectively.
Ability to understand and utilize industry‑specific trends and government regulations.
Focused on personal and team development with a commitment to continuing education.
Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
Strong organizational, multi‑tasking, and negotiation skills.
Flexibility to work outside normal business hours to effectively serve client and/or business needs.
Ability to work in‑office 2‑3 days per week and travel as needed.
Legally able to work in the United States.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industry Insurance
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Commercial Account Executive Location: Fort Worth, TX
Schedule: Full-time, Workplace: Hybrid (3 days per week in-office required)
Compensation: $110,000 - $140,000 annually, dependent on experience
About the Role Our client, a leading insurance brokerage firm, is seeking a highly motivated, self‑starter to join their growing Fort Worth Account Team. In this role you will serve as the primary client contact, managing and servicing an existing book of business valued at approximately $1.5 million. The focus is on effective strategic account management, client relationship building, and revenue growth.
Responsibilities
Maintain and enhance relationships with existing clients by executing proactive, creative, and ongoing contact initiatives.
Proactively understand the requirements and needs of each client account.
Provide strategic planning and consulting advice, including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of client reports with recommendations.
Consult with clients to review investment options, benefits services, fees, strategies, and goals.
Review large claims, abnormal utilization results, and monthly claims experience with clients.
Assist in establishing and attaining revenue goals for existing and new business.
Contribute to the development and implementation of policies and procedures, operating and strategic plans within area of specialty.
Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers.
Oversee issue resolution between client and vendor.
Coordinate market selection for new and renewal business on designated accounts.
Initiate new business report activities.
Generate new business opportunities through cross‑selling.
Negotiate program terms and costs.
Assist with the coordination of day‑to‑day administrative activities for client account servicing.
Provide information, concepts, techniques, and programs to department associates to improve working knowledge.
Mentor and train junior‑level staff.
Research and understand industry trends, product development, and government regulations.
Perform other responsibilities and duties as needed.
Qualifications
Bachelor’s Degree in Risk Management, Business Administration, or related field (preferred).
Minimum of five (5) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience (experience handling general industry, mid‑large market accounts preferred).
In‑depth knowledge of casualty coverages and policy language.
Completed CPCU, CRIS, or other industry‑specific designations (preferred).
Working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint).
Excellent verbal and written communication skills, including the ability to present data effectively.
Ability to understand and utilize industry‑specific trends and government regulations.
Focused on personal and team development with a commitment to continuing education.
Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
Strong organizational, multi‑tasking, and negotiation skills.
Flexibility to work outside normal business hours to effectively serve client and/or business needs.
Ability to work in‑office 2‑3 days per week and travel as needed.
Legally able to work in the United States.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industry Insurance
Referrals increase your chances of interviewing at Questpro by 2x
Get notified about new Commercial Account Executive jobs in
Fort Worth, TX .
#J-18808-Ljbffr